Defining balances for a Trial Balance CS client

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  1. Choose Setup > Balance Definitions.
  2. In the Balance Definitions list, highlight the balance you wish to edit.

    Note: The Adjusted adjusting entry type cannot be edited and includes the unadjusted balance and adjusting type AJEs.

  3. Click the Edit button.
  4. In the Entry Types group box, mark the adjusting entry types to include in the selected balance and clear all others.
  5. Click the Enter button to save the balance definition and return to Browse mode.
  6. Click Done to close the Balance Definitions dialog.

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